Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 18.28 117,113
3 Year Return 4.82 114,329
5 Year Return 13.52 187,403
10 Year Return 12.37 318,430
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 20.59 119,796
3 Year Return 3.58 110,427
5 Year Return 13.89 190,889
10 Year Return 15.92 435,154
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 23.7 122,998
3 Year Return 1.64 104,254
5 Year Return 15.47 203,245
10 Year Return 18.07 524,354
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.84 111,007
3 Year Return 5.82 117,427
5 Year Return 12.56 180,670
10 Year Return 13.17 342,044
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.11 113,319
3 Year Return 4.9 114,925
5 Year Return 10.64 165,298
10 Year Return - -

Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 18.28 117,113
3 Year Return 4.82 114,329
5 Year Return 13.52 187,403
10 Year Return 12.37 318,430
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 15.68 114,459
3 Year Return 6.09 118,134
5 Year Return 14.94 199,707
10 Year Return 12.22 314,468
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.18 108,056
3 Year Return 4.14 111,627
5 Year Return 12.36 179,079
10 Year Return 11.63 296,966
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 19.22 118,043
3 Year Return 7.73 124,406
5 Year Return 13.14 184,658
10 Year Return 13.01 336,681
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.16 113,299
3 Year Return 8.64 127,796
5 Year Return 12.65 180,804
10 Year Return 12.65 327,729

Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%

CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 17.38 116,460
3 Year Return 6.33 118,931
5 Year Return 12.87 183,204
10 Year Return 11.89 305,326
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 19.22 118,043
3 Year Return 7.73 124,406
5 Year Return 13.14 184,658
10 Year Return 13.01 336,681
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.84 111,007
3 Year Return 5.82 117,427
5 Year Return 12.56 180,670
10 Year Return 13.17 342,044
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.11 113,319
3 Year Return 4.9 114,925
5 Year Return 10.64 165,298
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.33 109,841
3 Year Return 4.72 114,587
5 Year Return 7.08 140,463
10 Year Return - -

Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%

CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.84 111,007
3 Year Return 5.82 117,427
5 Year Return 12.56 180,670
10 Year Return 13.17 342,044
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.16 113,299
3 Year Return 8.64 127,796
5 Year Return 12.65 180,804
10 Year Return 12.65 327,729
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.5 111,807
3 Year Return 4.85 114,436
5 Year Return 9.28 155,182
10 Year Return 11.72 300,472
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.15 109,540
3 Year Return 5.28 116,180
5 Year Return 10.01 161,482
10 Year Return 9.01 236,669
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.33 109,841
3 Year Return 4.72 114,587
5 Year Return 7.08 140,463
10 Year Return - -

Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%

CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.37 111,284
3 Year Return 9.26 130,223
5 Year Return 9.94 160,893
10 Year Return 10.29 266,053
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.51 107,418
3 Year Return 2.26 106,802
5 Year Return 4.93 127,412
10 Year Return 7.31 202,487
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.89 109,792
3 Year Return 7.95 125,712
5 Year Return 8.57 150,977
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.75 112,420
3 Year Return 5.05 115,612
5 Year Return 9.18 155,017
10 Year Return 9.82 254,764
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.06 110,957
3 Year Return 8.5 127,350
5 Year Return 10.3 163,169
10 Year Return 10.14 261,956
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.15 109,540
3 Year Return 5.28 116,180
5 Year Return 10.01 161,482
10 Year Return 9.01 236,669